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Skills

  • Financial statement preparation
  • Cash Flow analysis
  • Problem resolution
  • Cross-functional team collaboration
  • Intuit QuickBooks specialist
  • Account reconciliation specialist
  • Financial modeling capability
  • Project organization
  • Communications
  • Portfolio Management

Work Experiences

  • Achieved an upward shift of 30% in overall portfolio growth.
  • Created a tracker for staff expenses and reimbursements, which resulted in procedure.
  • Advised clients on investment strategies based on long-term tax implications, leading to a 26% growth in yearly revenue for multiple clients.
  • Achieved a 70% decrease in penalties.
  • Acted as liaison between clients and the IRS during audits, leading to penalties being reduced by $2 through clear documentation and negotiation.
  • Achieved results within 2017.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Completed a thorough audit of 17 client accounts, identifying and resolving discrepancies totaling $11 within a 15-day timeframe.
  • Collaborated with external audit teams.
  • Collaborated with Client Accountants and Client Accountants to meet project maintenance accounting requirements.

Summaries

  • 9 years of experience in project management by a knowledgeable accounting professional.
  • Client Accountant with 16 years of successful workflow optimization and vendor management experience.
  • Detail-oriented with a broad understanding of cash and record management, as well as comprehensive account reconciliations.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved accuracy through effective reconciliation processes.
  • Achieved 74% accuracy in financial statements.
  • Experienced in managing schedules, leading teams, and supervising closing procedures.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Offering 7 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 13 locations.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented automated data entry protocols, reducing errors in financial reporting by 47%.
  • Identified cost reduction opportunities through data analysis, reducing client operational expenses by $14 annually.
  • Delivered training on financial best practices for 3 employees, improving adherence to compliance regulations by 48%.
  • Ensured accurate and timely payroll processing for companies with 15 employees, improving operational efficiency by 72%.
  • Reconciled accounts across 17 businesses, reducing financial discrepancies from 83% to 66%.
  • Advised 6 clients on effective financial governance strategies, driving a reduction in administrative costs by 41%.
  • Designed financial models to evaluate business performance for 10 clients, projecting annual savings of $15.
  • Enhanced client profitability by recommending targeted financial strategies, driving revenue growth of $16 across 8 portfolios.
  • Spearheaded audits for 3 client accounts, resulting in 66% fewer errors and reduced audit discrepancies.

Affiliations

  • National Association of Tax Professionals (NATP)
  • Certified Management Accountant (CMA) through Lakeside Partners
  • Association of Information Technology Professionals
  • Certified Treasury Professional (CTP) through Meridian
  • Society of Financial Service Professionals (SFSP)
  • International Association of Registered Financial Consultants (IARFC)
  • Jaycees
  • International Federation of Accountants (IFAC)
  • Institute of Management Accountants (IMA)
  • Certified Payroll Professional (CPP) Certification

Certifications

  • Project Management Professional (PMP)
  • Oracle Financials Cloud: General Ledger Certification
  • CompTIA Security+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • QuickBooks Certified User Certification
  • Advanced Excel Certification: process (e.g., Pivot Tables, Macros)
  • International Financial Reporting Standards (IFRS) Certification
  • Accredited in Business Valuation (ABV)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Public Accountant (CPA)

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